Welcome to
Western Frontier
Our Approach
Sectors of Focus
Circular Economy
Industrial Manufacturing
Long-Term / Niche B2B Rentals
Specialized Trucking
Industrial & Commercial Services
Wholesale Distribution
Investment Criteria
Our Team
Graham Osborne is a seasoned finance professional distinguished by his expertise in mergers and acquisitions (M&A), capital raising, and strategic advisory. Holding Chartered Financial Analyst (CFA) and Certified Management Accountant (CMA) designations, Graham demonstrates a profound understanding of financial and strategic concepts.
With an extensive tenure at a global investment bank, Graham honed his skills in mergers and acquisitions and capital raising advisory services. Having the opportunity to work in both Canada and the United States, he developed expert proficiency in navigating the intricate landscape of financial transactions, and consistently added value and strategic insights to each deal. Prior to this, Graham embarked on his career journey at a global energy company, focusing on project economics and providing crucial expertise in mergers and acquisitions within the energy sector.
Graham is deeply passionate about assisting small and medium-sized business owners in executing their strategies. He finds fulfillment in guiding these entrepreneurs through critical decision-making processes, offering tailored advice that seamlessly aligns with their distinct visions and objectives.
Education
Chartered Financial Analyst (CFA)
- Graham is a proud CFA Charterholder, demonstrating his commitment to professional excellence and the highest ethical standards in the finance industry.
Certified Management Accountant (CMA)
- Holding the Certified Management Accountant designation, Graham underscores his proficiency in strategic management, financial planning, analysis, and decision support—essential skills for driving organizational success.
Bachelor of Commerce in Finance, with Distinction | University of Calgary
- Graham graduated with a Bachelor of Commerce in Finance from the University of Calgary, solidifying his academic foundation in financial theory, analysis, and investment principles.
Professional Engagement Beyond Finance
Graham values a multifaceted approach to life that extends beyond the finance sector. As an outdoor enthusiast, he embraces activities such as golf, rock climbing, fishing, scuba diving, and snowboarding, recognizing their role in promoting a balanced and healthy lifestyle, essential for sustained professional excellence.
In addition to his financial pursuits, Graham actively engages in networking, finding value in connecting with ambitious individuals across various industries. He appreciates the wealth of knowledge and differing perspectives these interactions offer, further fueling his drive for success.
Ken has a decade of experience in capital markets and mergers & acquisitions advisory across a broad range of industries including retail, technology, manufacturing, telecom, real estate, and healthcare. He has experience with both public and private company transactions with enterprise values ranging from $1 to $100M+. Ken is known for his broad knowledge base, extensive professional network, and practical approach to helping clients achieve their goals. Ken holds a Bachelor of Management in Finance and Economics from the University of British Columbia and is a Chartered Financial Analyst (CFA) Charterholder.
Prior to starting Osborne Partners, Ken worked at a large telecom company focused on mergers & acquisitions, and a boutique investment bank focused on equity capital raises across diversified industries.
Education
Chartered Financial Analyst (CFA)
- Ken holds the esteemed title of CFA Charterholder, underscoring his dedication to professional excellence and upholding the highest ethical standards in the finance industry.
Bachelor of Commerce in Finance | University of British Columbia
- Ken completed his Bachelor of Commerce in Finance at the University of British Columbia, solidifying his academic foundation in financial theory, analysis, and investment principles.
Professional Engagement Beyond Finance
Ken embraces an active lifestyle and is often found on the golf course or enjoying a day of fishing. These pursuits not only bring him joy but also contribute to a balanced and energized approach to his work.
Ken is an avid reader and a dedicated lifelong learner. He believes in the power of continuous learning, constantly delving into books to broaden his horizons and deepen his knowledge.